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Foundation Forms

This page contains links to Foundation Forms that are available to download onto your computer. Click here, to view the forms alphabetically.

ACCOUNTS PAYABLE

 PDF Files MS Word Files MS Excel Files
ACH Direct Payment Authorization ACH Direct Payment Authorization on Adobe Acrobat Format ACH Direct Payment Authorization on Microsoft Word Format  
Beach Club Card Settlement/Replenishment Beach Club Card Settlement/Replenishment on Adobe Acrobat Format Beach Club Card Settlement/Replenishment on Microsoft Word Format  
Disbursement Check Request new Disbursement Check Request on Adobe Acrobat Format Disbursement Check Request on Microsoft Word Format  
Honorarium/Lecture Fee new Honorarium/Lecture Fee on Adobe Acrobat Format Honorarium/Lecture Fee on Microsoft Word Format  
Non CSULB Student Payment Request and Recurring Rent Payment new Non CSULB Student Payment Request and Recurring Rent Payment on Adobe Acrobat Format Non CSULB Student Payment Request and Recurring Rent Payment on Microsoft Word Format  
Payment or Reimbursement of the Cost of Employee Non-Cash Awards Payment or Reimbursement of the Costs of Hospitality Expenses on Adobe Acrobat Format Payment or Reimbursement of the Costs of Hospitality Expenses on Microsoft Word Format  
Payment or Reimbursement of the Costs of Hospitality Expenses new Payment or Reimbursement of the Costs of Hospitality Expenses on Adobe Acrobat Format Payment or Reimbursement of the Costs of Hospitality Expenses on Microsoft Word Format  
Payment or Reimbursement of the Costs of Gift Presented to Non-Employees Payment or Reimbursement of the Costs of Gift Presented to Non-Employees on Adobe Acrobat Format Payment or Reimbursement of the Costs of Gift Presented to Non-Employees on Microsoft Word Format  
Petty Cash Fund Termination Petty Cash Fund Termination on Adobe Acrobat Format Petty Cash Fund Termination on Microsoft Word Format  
Petty Cash Fund Request new Petty Cash Fund Request on Adobe Acrobat Format Petty Cash Fund Request on Microsoft Word Format  
Petty Cash Settlement/Reimbursement Petty Cash Settlement/Reimbursement on Adobe Acrobat Format Petty Cash Settlement/Reimbursement on Microsoft Word Format Petty Cash Settlement/Reimbursement on Microsoft Excel Format
Purchase Order Request new Purchase Order Request on Adobe Acrobat Format Purchase Order Request on Microsoft Word Format Purchase Order Request on Microsoft Excel Format
Request for Reimbursement of Hospitality Expenses within Allowable Rates/Multiple Events Request for Reimbursement of Hospitality Expenses within Allowable Rates/Multiple Events on Adobe Acrobat Format Request for Reimbursement of Hospitality Expenses within Allowable Rates/Multiple Events on Microsoft Word Format  
Scholarship - Award Payment Scholarship - Award Payment Form on Adobe Acrobat Format    
Scholarship - Award Profile Scholarship - Award Profile Form on Adobe Acrobat Format    
Scholarship - Student Payment Grid Scholarship - Student Payment Grid on Adobe Acrobat Format    
Student Non Educational Payment Request (Participant Incentives Request) new Student Non Educational Payment Request (Participant Incentives Request) on Adobe Acrobat Format Student Non Educational Payment Request (Participant Incentives Request) on Microsoft Word Format  
W-9 Substitute Form Beach Club Card Settlement/Replenishment on Adobe Acrobat Format Beach Club Card Settlement/Replenishment on Microsoft Word Format  
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ACCOUNTS RECEIVABLE

 PDF Files MS Word Files MS Excel Files
Incoming Wire Memorandum Incoming Wire Memorandum on Adobe Acrobat Format Incoming Wire Memorandum on Microsoft Word Format  
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CHARITABLE GIFTS AND INVESTMENTS

 PDF Files MS Word Files MS Excel Files
Gift of Securities Notification Form Gift of Securities Notification Form on Adobe Acrobat Format Gift of Securities Notification Form on Microsoft Word Format  
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FOUNDATION PROGRAMS AND ENDOWMENTS

 PDF Files MS Word Files MS Excel Files
CSU Executive Order No. 1052 - University and Auxiliary Organization Funds Link to CSU Executive Order    
Accounting: G/L Line Item Number Listing  For Foundation Programs ("06" & "29" and Research Stimulation "17"Accts) FP Line Item Number List on Adobe Acrobat Format FP Line Item Number List on Microsoft Word Format  
Endowment Agreement (Section 5) Endowment Agreement on Adobe Acrobat Format Endowment Agreement on Microsoft Word Format  
Scholarship - Award Payment Scholarship - Award Payment Form on Adobe Acrobat Format    
Scholarship - Award Profile Scholarship - Award Profile Form on Adobe Acrobat Format    
Scholarship - Student Payment Grid Scholarship - Student Payment Grid on Adobe Acrobat Format    
Signature Authorization Agreement (GC-3025 - Account Setup) Signature Authorization Agreement on Adobe Acrobat Format Signature Authorization Agreement on Microsoft Word Format  
Special Project Agreement (Section 5) Special Project Agreement on Adobe Acrobat Format Special Project Agreement on Microsoft Word Format  
Student Non Educational Payment Request (Participant Incentives Request) new Student Non Educational Payment Request (Participant Incentives Request) on Adobe Acrobat Format Student Non Educational Payment Request (Participant Incentives Request) on Microsoft Word Format  
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GRANTS AND CONTRACTS

 PDF Files MS Word Files MS Excel Files
Accounting: G/L Line Item Number Listing For Sponsored Projects ("07" Accounts) GL Line Item Number List on Adobe Acrobat Format GL Line Item Number List on Microsoft Word Format  
Accounting: G/L Line Item Number Listing  For Foundation Programs ("06" & "29" and Research Stimulation "17"Accts) FP Line Item Number List on Adobe Acrobat Format FP Line Item Number List on Microsoft Word Format  
Additional Employment for Exempt Employee (4-100.1) Additional Employment for Exempt Employee on Adobe Acrobat Format Additional Employment for Exempt Employee on Microsoft Word Format  
Agreement for Research Stimulation Account (Section 5) Agreement for Research Stimulation Account on Adobe Acrobat Format Agreement for Research Stimulation Account on Microsoft Word Format  
Cost Transfer (4-120.1) Cost Transfer on Adobe Acrobat Format Cost Transfer on Microsoft Word Format  
Disbursement Check Request (4-100.1) new Disbursement Check Request on Adobe Acrobat Format Disbursement Check Request on Microsoft Word Format  
Employment Status Form (4-100.1) new Employment Status Form on Adobe Acrobat Format Employment Status Form on Microsoft Word Format  
Endowment Agreement (Section 5) Endowment Agreement on Adobe Acrobat Format Endowment Agreement on Microsoft Word Format  
Faculty Reimbursed Payroll (4-100.1) Faculty Reimbursed Payroll on Adobe Acrobat Format Faculty Reimbursed Payroll on Microsoft Word Format  
Honorarium/Lecture Fee (4-100.1) new Honorarium/Lecture Fee on Adobe Acrobat Format Honorarium/Lecture Fee on Microsoft Word Format  
Independent Contractor Agreement (4-100.1) Independent Contractor Agreement on Adobe Acrobat Format Independent Contractor Agreement on Microsoft Word Format  
Job Posting/Announcement Form (Refer to HR) Job Posting/Announcement Form on Adobe Acrobat Format Job Posting/Announcement Form on Microsoft Word Format  
Mileage Claim (Section 16 - Travel) new Mileage Claim on Adobe Acrobat Format Mileage Claim on Microsoft Word Format Mileage Claim on Microsoft Excel Format
Non CSULB Student Payment Request and Recurring Rent Payment new Non CSULB Student Payment Request and Recurring Rent Payment on Adobe Acrobat Format Non CSULB Student Payment Request and Recurring Rent Payment on Microsoft Word Format  
Payroll Schedule (2011) (4-100.1) Semi-Monthly Payroll Schedule on Adobe Acrobat Format    
Payroll Schedule (2012) (4-100.1) Semi-Monthly Payroll Schedule on Adobe Acrobat Format    
Payroll Schedule (2012) - Faculty (4-100.1) new Semi-Monthly Payroll Schedule on Adobe Acrobat Format    
Personal Services (4-100.1) Personal Services on Adobe Acrobat Format Personal Services on Microsoft Word Format  
Prior Authorization to Spend Request (4-110.1) Prior Authorization to Spend Request on Adobe Acrobat Format Prior Authorization to Spend Request on Microsoft Word Format  
Purchase Order Request (4-100.1) new Purchase Order Request on Adobe Acrobat Format Purchase Order Request on Microsoft Word Format Purchase Order Request on Microsoft Excel Format
Reporting Form for Additional Employment (4-100.1) Reporting Form for Additional Employment on Adobe Acrobat Format Reporting Form for Additional Employment on Microsoft Word Format  
Salaried Employment Effort & Absence Report (4-100.1) Salaried Employment Effort & Absence Report on Adobe Acrobat Format Salaried Employment Effort & Absence Report on Microsoft Word Format Salaried Employment Effort & Absence Report on Microsoft Excel Format
Signature Authorization Agreement (GC-3025 - Account Setup) Signature Authorization Agreement on Adobe Acrobat Format Signature Authorization Agreement on Microsoft Word Format  
Special Project Agreement (Section 5) Special Project Agreement on Adobe Acrobat Format Special Project Agreement on Microsoft Word Format  
Timecard - Semi-Monthly (effective July 01, 2011) (4-100.1) Timecard - Semi-Monthly Form on Adobe Acrobat Format Timecard - Semi-Monthly Form on Microsoft Word Format Timecard - Semi-Monthly Form on Microsoft Excel Format
Travel Authorization (4-100.1) new Travel Authorization on Adobe Acrobat Format Travel Authorization on Microsoft Word Format Travel Authorization on Microsoft Excel Format
Travel Expense Claim (4-100.1) Travel Expense Claim on Adobe Acrobat Format Travel Expense Claim on Microsoft Word Format Travel Expense Claim on Microsoft Excel Format
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HUMAN RESOURCES

 PDF Files MS Word Files MS Excel Files
Additional Employment for Exempt Employee Additional Employment for Exempt Employee on Adobe Acrobat Format Additional Employment for Exempt Employee on Microsoft Word Format  
ASI Flex Claim ASI Flex Claim on Adobe Acrobat Format ASI Flex Claim on Microsoft Word Format  
ASI Flex Direct Deposit Authorization ASI Flex Direct Deposit Authorization on Adobe Acrobat Format ASI Flex Direct Deposit Authorization on Microsoft Word Format  
Authorization to Use Private Vehicle new Authorization to Use Private Vehicle on Adobe Acrobat Format Authorization to Use Private Vehicle on Microsoft Word Format  
Change of Address Change of Address on Adobe Acrobat Format Change of Address on Microsoft Word Format  
Confidential Data Form (New Hire) Confidential Data Form on Adobe Acrobat Format Confidential Data Form on Microsoft Word Format  
Drug Free Workplace Form (New Hire) Drug Free Workplace on Adobe Acrobat Format Drug Free Workplace on Microsoft Word Format  
Educational Assistance Program Educational Assistance Program on Adobe Acrobat Format Educational Assistance Programe on Microsoft Word Format  
Employee Designation of Personal Physician Employee Designation of Personal Physician on Adobe Acrobat Format Employee Designation of Personal Physician on Microsoft Word Format  
Employee Planning and Performance Review Employee Performance Evaluation on Adobe Acrobat Format Employee Performance Evaluation on Microsoft Word Format  
Employee Separation Employee Separation on Adobe Acrobat Format Employee Separation on Microsoft Word Format  
Employment Application (New Hire) Employment Application on Adobe Acrobat Format Employment Application on Microsoft Word Format  
Employment Status Form (New Hire) new Employment Status Form on Adobe Acrobat Format Employment Status Form on Microsoft Word Format  
Exit Interview Exit Interview Form on Adobe Acrobat Format v Form on Microsoft Word Format  
Faculty Reimbursed Payroll Faculty Reimbursed Payroll on Adobe Acrobat Format Faculty Reimbursed Payroll on Microsoft Word Format  
Flexcash Authorization Flexcash Authorization on Adobe Acrobat Format Flexcash Authorization on Microsoft Word Format  
I-9 Form (New Hire) I-9 Form on Adobe Acrobat Format    
Independent Contractor Agreement Independent Contractor Agreement on Adobe Acrobat Format Independent Contractor Agreement on Microsoft Word Format  
Independent Contractor Policy and Procedure Independent Contractor Policy and Procedure on Adobe Acrobat Format Independent Contractor Policy and Procedure on Microsoft Word Format  
Injuries Caused By Work Notice (New Hire) new Injuries Caused By Work Notice on Adobe Acrobat Format    
Job Posting/Announcement Form Job Posting/Announcement Form on Adobe Acrobat Format Job Posting/Announcement Form on Microsoft Word Format  
Personal Services Personal Services on Adobe Acrobat Format Personal Services on Microsoft Word Format  
Reporting Form for Additional Employment Reporting Form for Additional Employment on Adobe Acrobat Format Reporting Form for Additional Employment on Microsoft Word Format  
Salary Amendment Agreement Salary Amendment Agreement on Adobe Acrobat Format Salary Amendment Agreement on Microsoft Word Format  
State Disability Insurance (DE 2515) (New Hire) State Disability Insurance on Adobe Acrobat Format    
Volunteer Agreement Volunteer Agreement on Adobe Acrobat Format Volunteer Agreement on Microsoft Word Format  
W-4 Form Employee's Withholding Allowance Certificate (New Hire) W-4 Form Employee's Withholding Allowance Certificate on Adobe Acrobat Format    
W-9 Request for Taxpayer Identification Number and Certification W-9 Request for Taxpayer Identification Number and Certification on Adobe Acrobat Format    
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INFORMATION AND SYSTEM TECHNOLOGY

 PDF Files MS Word Files MS Excel Files
Campus System Access Form new Campus System Access Form on Adobe Acrobat Format Campus System Access Form on Microsoft Word Format  
IFAS Help Form IFAS Help Form on Adobe Acrobat Format IFAS Help Form on Microsoft Word Format  
Media Sanitization Certification new Media Sanitization Certification on Adobe Acrobat Format Media Sanitization Certification on Microsoft Word Format  
Missing or Stolen Fixed Asset Report new Missing or Stolen Fixed Asset Report on Adobe Acrobat Format Missing or Stolen Fixed Asset Report on Microsoft Word Format  
Request to Retire a Fixed Asset new Retired Fixed Asset Form on Adobe Acrobat Format Retired Fixed Asset Form on Microsoft Word Format  
Transfer Fixed Asset Form new Transfer Fixed Asset Form on Adobe Acrobat Format Transfer Fixed Asset Form oon Microsoft Word Format  
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PAYROLL

 PDF Files MS Word Files MS Excel Files
Change of Address Change of Address on Adobe Acrobat Format Change of Address on Microsoft Word Format  
CSULB Non-Exempt Staff Timecard - Semi- Monthly (CSULB Staff Overload) CSULB Non-Exempt Staff Timecard - Semi- Monthly on Adobe Acrobat Format CSULB Non-Exempt Staff Timecard - Semi- Monthly on Microsoft Word Format CSULB Non-Exempt Staff Timecard - Semi- Monthly on Microsoft Excel Format
Direct Deposit Authorization Direct Deposit Authorization on Adobe Acrobat Format Direct Deposit Authorization on Microsoft Word Format  
Monthly Report of Company Vehicle Use Monthly Report of Company Vehicle Use on Adobe Acrobat Format Monthly Report of Company Vehicle Use on Microsoft Word Format  
Payroll Schedule (2011) Semi-Monthly Payroll Schedule on Adobe Acrobat Format    
Payroll Schedule (2012) Semi-Monthly Payroll Schedule on Adobe Acrobat Format    
Payroll Schedule (2012) - Faculty new Semi-Monthly Payroll Schedule on Adobe Acrobat Format    
Reporting Form for Additional Employment (CSULB Faculty Overload) Reporting Form for Additional Employment on Adobe Acrobat Format Reporting Form for Additional Employment on Microsoft Word Format  
Request for IRS Form W-2 Request for IRS Form W-2 on Adobe Acrobat Format Request for IRS Form W-2 on Microsoft Word Format  
Salaried Employment Effort & Absence Report Salaried Employment Absence Report on Adobe Acrobat Format Salaried Employment Absence Report on Microsoft Word Format Time Card on Microsoft Excel Format
Social Security and Medicare Exemption Form Social Security and Medicare Exemption Form on Adobe Acrobat Format Social Security and Medicare Exemption Form on Microsoft Word Format  
Timecard - Semi-Monthly (effective July 01, 2011) Timecard - Semi-Monthly Form on Adobe Acrobat Format Timecard - Semi-Monthly Form on Microsoft Word Format Timecard - Semi-Monthly Form on Microsoft Excel Format
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PURCHASING

 PDF Files MS Word Files MS Excel Files
Encumbrance/DisEncumbrance Request Encumbrance/DisEncumbrance Request on Adobe Acrobat Format Encumbrance/DisEncumbrance Request on Microsoft Word Format  
P-Card Account Maintenance Form (under revision) Procurement Card Account Maintenance Form on Adobe Acrobat Format Procurement Card Account Maintenance Form on Microsoft Word Format  
P-Card Application Form (under revision) Procurement Card Application Form on Adobe Acrobat Format Procurement Card Application Form on Microsoft Word Format  
P-Card Authorized Signature (under revision) Procurement Card Authorized Signature on Adobe Acrobat Format Procurement Card Authorized Signature on Microsoft Word Format  
P-Card Lost/Itemized Receipt Form (under revision) Procurement Card Lost/Itemized Receipt Form on Adobe Acrobat Format Procurement Card Lost/Itemized Receipt Form on Microsoft Word Format  
P-Card Manual (under revision) Procurement Card Manual on Adobe Acrobat Format Procurement Card Manual on Microsoft Word Format  
P-Card Program Agreement (under revision) Procurement Card Program Agreement on Adobe Acrobat Format Procurement Card Program Agreement on Microsoft Word Format  
Purchase Order Request Purchase Order Request on Adobe Acrobat Format Purchase Order Request on Microsoft Word Format Purchase Order Request on Microsoft Excel Format
SAM Transactions Review Cardholder Guide (under revision) Procurement Card Cardholder Transaction Review Tutorial on Adobe Acrobat Format    
Web Based Suppliers - FedEx Web Based Supplies Fed Ex on Adobe Acrobat Format Web Based Supplies Fed Ex on Microsoft Word Format  
Web Based Suppliers - Office Depot Web Based Supplies Office Depot on Adobe Acrobat Format Web Based Supplies Office Depot on Microsoft Word Format  
Web Based Suppliers - Office Max Web Based Supplies Office Max on Adobe Acrobat Format Web Based Supplies Office Max on Microsoft Word Format  
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TRAVEL FORMS

 PDF Files MS Word Files MS Excel Files
Mileage Claim new Mileage Claim on Adobe Acrobat Format Mileage Claim on Microsoft Word Format Mileage Claim on Microsoft Excel Format
Travel Authorization new Travel Authorization Adobe on Acrobat Format Travel Authorization Microsoft on Word Format Travel Authorization Microsoft on Excel Format
Travel Expense Claim Travel Expense Claim on Adobe Acrobat Format Travel Expense Claim on Microsoft Word Format Travel Expense Claim on Microsoft Excel Format
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